China's booming EV market - with Tu Le and James Gao

Environment China

By popular request, the podcast turns to the topic of electric vehicles and trying to look at this from a market perspective instead of a policy perspective, and really examine how the market works and how it breaks down in terms of EV characteristics and market shares. Today we are speakng to two EV experts: Tu Le of Sino Auto Insights, a mobility consultancy, and of China Evs and More podcast; and James Gao (Gao Tianjian) of Mercedes and the Beijing Energy Network.

In this podcast we discuss:

1. Why EV sales in China are surging
2. What types of vehicles are seeing the most growth, and how similar Chinese vehicles are to EVs abroad
3. How the market breaks down in terms of foreign vs domestic
4. How China is able to scale up manufacturing of potentially globally competitive products, and which EVs have the most export potential
5. The situation with battery swap, which is now expanding from NIO and BAIC to new players
6. The charging situation for China's apartment dwellers

We end the podcast with a game of buy-sell-or-hold, where we challenge our guests to identify the probability of different future EV scenarios, such as whether a Chinese EV will be a top seller worldwide (outside of China) in 2025.

China EVs and More is available on all the finest podcasting platforms. You can follow Sino Auto Insights and listen to their live podcasts on Twitter Spaces here:

https://twitter.com/SinoAutoInsight